Defined Benefit Transfer Paraplanner - Manchester / Liverpool / N Wales / Lakes

Basic of £32,000 + bonus and benefits - Financial Advice
Ref: 410 Date Posted: Monday 13 Jul 2020
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Role                       Defined Benefit Transfer Paraplanner

Salary                    £32,000 + bonus and pension

Location               Manchester area

As part of the firm’s continued growth they are looking for a Paraplanner to work in their office, alongside their Pension Transfer Specialists. The role will involve:

  • Writing suitability reports using templates
  • Running and checking Transfer Value Comparators (TVC) using Selectapension
  • Completing cashflow modelling using Cashcalc
  • Communicating with IFAs, schemes and clients to obtain missing information
  • Having case ownership from start to finish

You’ll be an experienced Paraplanner with recent Defined Benefit Pension experience. The perfect candidate will also have:

  • Experience in writing suitability reports
  • TVC experience
  • Excellent attention to detail and technically minded
  • Experience in cashflow modelling

Ideally you will have the Level 4 Diploma in Financial Planning or already be working towards this with completed pension exams R04 (or equivalent).

A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma. 

Please call David on 0797 999 6365, or email me at  Interviews will be taking place shortly.